KFA Private Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,275
| Closed | -$215K | – | 87 |
|
|
2023
Q3 | $215K | Buy |
+1,275
| New | +$215K | 0.09% | 74 |
|
|
2023
Q2 | – | Sell |
-1,242
| Closed | -$203K | – | 76 |
|
|
2023
Q1 | $203K | Buy |
1,242
+72
| +6% | +$11.7K | 0.09% | 76 |
|
|
2022
Q4 | $210K | Buy |
+1,170
| New | +$210K | 0.11% | 65 |
|
|
2021
Q3 | – | Sell |
-1,962
| Closed | -$205K | – | 73 |
|
|
2021
Q2 | $205K | Buy |
+1,962
| New | +$205K | 0.11% | 71 |
|